Paul Bradley is a registered investment advisor at Piedmont Wealth Advisory, based in Charlotte, NC, with 8 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 215 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Piedmont Wealth Advisory's wealth management fees are paid quarterly, in advance, and can range up to $45,000 annually. The fee depends on the scope and complexity of services, the amount of assets managed, and the overall relationship. There is a $2,500 minimum annual fee. If the firm uses independent managers, the total blended fee will not exceed 2.00% annually.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Piedmont Wealth Advisory
Previous Registrations
Oakmont Wealth Advisory, LLC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations2 states
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